Professional

Empowering Investment Professionals with Data-Driven Strategies

Spend less time analyzing stocks and more time serving your clients.

What is the Profesionnal License?

The Inovestor Professional license enable professionals to leverage sophisticated quantitative strategies without the need for extensive manual research. Our models are designed to streamline investment workflows, ensuring optimal decision-making and portfolio performance.

Why Choose the Professional License?

  • Proven methodology: Utilize time-tested investment strategies validated by extensive research.
  • Increased efficiency: Implement a robust investment process which allows you to spend more time serving clients 
  • Transparency and compliance: Maintain a clear audit trail of all investment decisions with easily traceable recommendations for both your clients and your compliance department.
  • Cost-effective structure: Reduce operating expenses by leveraging our technology-driven models instead of manual research or fee-based models.

Automated investment Process

  • Models continuously track the market and generate daily email notifications for recommended transactions.
  • No need for manual portfolio monitoring—our platform provides real-time updates, keeping you informed and ahead of market movements.
  • Ensures a disciplined investment process by automating key decision points and eliminating emotional biases.

Clear Buy and Sell Recommendations

  • Every recommendation is based on a data-driven, quantitative strategy that enhances transparency and accountability.
  • Simplifies decision-making by providing clear, structured trade signals aligned with proven methodologies.
  • Helps ensure compliance by maintaining a systematic approach to trading and portfolio adjustments.

A Robust Investment Structure to Reduce Risk

  • Designed to minimize risk exposure through diversified, model-based strategies.
  • Enables smooth book transitions by offering a structured and predictable approach to portfolio management.
  • Supports long-term portfolio stability and enhances the potential for maximizing value during asset transitions or book sales.

Find the Perfect Inovestor Model for Your Needs!

Gain exclusive access to 40 cutting-edge Canadian and U.S. investment models with the Inovestor Professional License. 

Whether you’re focused on dividends, quality, growth, value, or low-volatility strategies or even a mix of those, our comprehensive suite of models empowers you to tailor your investment approach with precision. Designed for professionals seeking data-driven insights, Inovestor provides the tools you need to optimize portfolio performance, streamline decision-making, and stay ahead in the ever-evolving market.

Looking for more flexibility? The Institutional license lets you create custom models with our advanced tools.

Let's get started!
Contact an Account Executive.